Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $174B
1-Year Est. Return 31.94%
 

Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.

This Quarter Est. Return
1 Year Est. Return
+31.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160B
AUM Growth
+$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$184M
3 +$173M
4
MA icon
Mastercard
MA
+$123M
5
AAPL icon
Apple
AAPL
+$120M

Top Sells

1 +$293M
2 +$174M
3 +$136M
4
RBLX icon
Roblox
RBLX
+$119M
5
DFS
Discover Financial Services
DFS
+$96.4M

Sector Composition

1 Technology 33.07%
2 Financials 13.07%
3 Consumer Discretionary 10.37%
4 Communication Services 10.07%
5 Healthcare 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AYI icon
1051
Acuity Brands
AYI
$11.3B
-1,160
AZEK
1052
DELISTED
The AZEK Co
AZEK
-22,440
BIO icon
1053
Bio-Rad Laboratories Class A
BIO
$8.22B
-35,519
BIOX icon
1054
Bioceres Crop Solutions
BIOX
$85.7M
-35,919
BWA icon
1055
BorgWarner
BWA
$9.72B
-38,913
CACI icon
1056
CACI
CACI
$12.1B
-3,766
CVLT icon
1057
Commault Systems
CVLT
$5.65B
-8,560
DDD icon
1058
3D Systems Corp
DDD
$269M
-814,994
DFS
1059
DELISTED
Discover Financial Services
DFS
-564,923
EAT icon
1060
Brinker International
EAT
$6.71B
-3,300
EWY icon
1061
iShares MSCI South Korea ETF
EWY
$7.38B
-4,114
FBIN icon
1062
Fortune Brands Innovations
FBIN
$6.09B
-271,928
FNV icon
1063
Franco-Nevada
FNV
$41.4B
-1,796
NXT icon
1064
Nextpower Inc
NXT
$13.7B
-13,697
SF icon
1065
Stifel
SF
$13.1B
-17,479
SNX icon
1066
TD Synnex
SNX
$12.5B
-13,115
SON icon
1067
Sonoco
SON
$4.26B
-15,580
SPY icon
1068
SPDR S&P 500 ETF Trust
SPY
$717B
-126,000
TXRH icon
1069
Texas Roadhouse
TXRH
$11.5B
-11,583
USRT icon
1070
iShares Core US REIT ETF
USRT
$3.22B
-14,643
WH icon
1071
Wyndham Hotels & Resorts
WH
$5.87B
-9,487
XLB icon
1072
State Street Materials Select Sector SPDR ETF
XLB
$5.28B
-6,435
ZION icon
1073
Zions Bancorporation
ZION
$8.89B
-25,294
EQC
1074
DELISTED
Equity Commonwealth
EQC
-117,964
ITCI
1075
DELISTED
Intra-Cellular Therapies Inc.
ITCI
-2,407